Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows
We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never triggerhow to edit the converted lead records?
so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I tryNeed option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox
Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they areAdd Client Credentials Flow to Python SDK
The Zoho CRM API supports a client credentials flow to automatically generate ephemeral access tokens, and this can be done programatically. The Python SDK however requires you to provide a grant token, refresh token, or access token when initializingFilter Multi-Line Properties with Plain Large Text
To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum
Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record ifDisable Subform Actions using Client Script Add Row, Edit, Delete
Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client ScriptWebform
Hello Zoho developers 💻 I just went through the Webforms functionality in Zoho CRM. 🔹Webforms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of dataWhy is there a limit to home screens for users and roles?
Why can there only be one home screen created by a user and only one home screen shared with a role? The CEO should be able to view all of the home screens shared with all roles. My CEO is interested in tracking how the inside sales team is doing, how the onboarding of new customers is going, the field sales metrics, etc. Each team has their own home screen Dashboard- why can only one be shared with CEO? Similarly, if there is a limit of 10 components to a single home screen, than a user shouldImplementing Validation Rules Using Client Scripts in Zoho CRM
Problem: The limited number of validation rules with custom functions in Zoho CRM (three in the Enterprise Plan and five in the Ultimate Plan), along with the restriction of triggering only one field per rule, significantly hinders businesses that requireRing Central Integration Does Not Work As Advertised
Please watch this video: https://www.youtube.com/watch?v=NFxBDHgDA10 Here is the transcript... 0:34 account when a call comes in your caller 0:37 is instantly identified and match to 0:39 existing contacts in zoho the 0:41 corresponding contact profile pulls up 0:43 on your screen immediately showing 0:45 historical call activity now you can be 0:48 well informed even before you pick up 0:50 the call throughout the call you have 0:52 easy access to valuable contextual 0:54 customer information soCRM variables in Webhook URL
I have a CRM workflow rule calling a webhook endpiont. I would like to be able to use CRM Variables in the URL: currently the workaround is to wrap the webhook in a custom function and set the workflow rule action to execute that function. that enablesDeletion of email attachements in crm
Just seeing if there is a work around for this problem or if others have experienced it ? We send out single email repsonses to contacts and attach a couple of documents to each email. i want to keep a record of the email going out , preferably the email itself ( no need for the attachments to be stored ) within the contacts record. It seems that the attachments count towards our storage total. It is the same attachment in hundreds of emails and pushes our storage over its limit. I have no needWork-around for inability to archive contacts who 'have left'
Hi folks, We all have customers (contacts) that leave their employeer (account). Currently, there is no way to archive these contact records so to not show up in searches. Worse, if you delete them, emails and activities associated with their activitiesAdd Phone Number to Log a Call page
It would be helpful to add the contact's main phone number to the log a call page. It seems the logical process would be to hit "log a call" then go to dial the phone from that page. With the work flow in place now, I have to dial the number from the contact page, then while the phone is ringing, remember to hit "log a call."Hi, I am looking at Utilising Zoho CRM and other Zoho products to develop Education Consultancy CRM and a portal for B2B
Hi Friends I am looking for suggestions for Zoho development company who can modify Zoho CRM as per our requirements. We are in the field of Education consultancy and want to design Education CRM for our B2B network. Along with that, we want to use IQZoho CRM for the Legal Profession
Just wondered if anyone here has successfully set up Zoho CRM for lawyers? I'm in the process of doing this along with integrating an online accounting app. Would be interested in hearing from others on this.Check for duplicates upon entering new record.
It would be extremely helpful if while entering a new lead for instance, when you typed in an email, phone number, or last name, the system would scan in the background for records containing the same data. Maybe at the top of the screen it would drop down an alert that says "Similar leads(s) found. Click to view." and it would give you the option to view the lead(s) in a new window/tab.Add Lead Source as as standard field in Accounts module and enable automatic updates of Lead Source values accross Leads, Contacts, Accounts and Deals modules
1. please consider adding the Lead Source field as a standard field in the Accounts module. Most of my B2B clients use a custom picklist Lead Source field in the Accounts module. 2. When you go to Setup>Customization>"Modules and Fields" and update theAnrufe aus Telefon-Fenster der Chance zuordnen
Warum ist es nicht möglich, eingehende oder ausgehende Anrufe direkt aus dem Telefon-Fenster (PhoneBridge) einer Chance zu zuordnen? Derzeit müssen total aufwendig die Anrufe im Nachhinein bearbeitet und der Chance zugeordnet werden.Clock with "current time" for leads, accounts and contacts based on which time zone they are in
I have customers all over the world and it would be a nice feature to have in Zoho CRM so that when I am looking at a lead or a contact or an account, there is a clock within their profile that shows me what time it is in their local area. This way I could know instantly what time it is at my customer's office and decide whether to make contact. Thanks Shane SolomonLinks between Price Books and Accounts for Quoting
We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created 3 price books. We need 3 books because we are a manufacturer and we sell to DISTRIBUTION, INSTALLERS, and END CUSTOMERS, depending on the sales situation. When a quote is started for an account, the first PRODUCT in the Product list can get inserted into the quote, then the QTY, and then we have to look up which Price BookHow to Setup Blueprints on Zoho CRM?
Each business has a well-defined way of doing things. Some workflows serve as a pathway to complete different tasks and projects. The way workflows transpire contributes as a significant factor in deciding the software requirements as the software must5 Ways Zoho CRM Increases Customer Retention
Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existingchanging fields access rights using Blueprints, functions and workflow rules.
Hello, we have so many use cases that we want to change the access and edit rights to certain fileds based on Blueprint stages or certain events. for example I want some price fields to not be read only for some user profiles after certain stage. weSend Invoice by email on workflow trigger
Is is possible to send an invoice by email when an invoice field is updated with a workflow trigger? Chrisscheduling repeat meetings in CRM
Hi, When I schedule repeat meetings in CRM, they are not synchronised to my Google Calendar. The sync works well for individual meetings, only the repeated ones are not reflected in my Google Calendar. This is very annoying and wastes a lot of time whenZoho CRM Tasks included in Calendar view
Currently only Meetings and Calls are viewable in the calendar. This post: https://help.zoho.com/portal/en/community/topic/view-tasks-activities-in-zoho-crm-calendar is locked saying that it's on the roadmap. Is there an update on this? Really strangeLinking EMail to a Case
I need to be able to link a sent email to a case record. How do I accomplish this?Is it possible to attach emails to a case in zoho crm?
We use cases for service issues with client. Broken widget, needs fixed, etc... Is it possible to send an email from a case or attach an email to a case? We do have an email field within the case fields which is pulled when we relate a contact to theCapturing Emails in Cases
Hi Can I push emails directly into Cases and record them as notes? MartynProblem with second subform in quotes while trying edit the PDF model
Hi, My quotes have 2 subforms as some products are really different with differents subitems that can't be merge. It is OK in quotes module but when trying to design the model for creating the quote as a pdf, I can't find this secondary SUbform. The firstCRM email Templates: Email text look too small on mobile
When creating templates for CRM, the emails look fine on desktop but are too small on mobile screens. The font is set as 14pt Arial but on iPhone mail the text is super small. How does one fix this? Having an "HTML" view would really help.Need to be able to set default font and size in CRM emails
How do you set the default font size and font for emails generated when you click on the blue "Send Email" button in the CRM->Contacts->[contact name] window?Send Automatic Email with Quote Attached from Zoho CRM
Hi, Is there a way to send and automatic email with the Quote attached on Zoho CRM during a workflow rule or a blueprint? ThanksWhy is there a limit on the number of custom fields I can add?
Why is there a limit on the number of custom fields we can add to each section? For example, I can only add 5 lookup fields or 20 boolean checkboxes. Is there anyway that this limit can be removed, or increased on the Enterprise Edition? It's very importantPotential view: possible to get emails associated with all Contact Roles?
I'm able to view only emails sent to the primary contact for a particular Potential (the one listed under " Contact Name" ), but send emails to all people with Contact Roles associated with that potential. Is it possible to get a view of all emails associatedLinking Emails to Deals within Contacts Module
Hey Zoho Team, I'm setting up Zoho CRM for a client who has multiple contacts on each deal. Are there any plans in the future to allow email linking to a deal from within the contacts module? It would definitely help us manage our data more efficiently.Zoho CRM Email Font
When composing emails in Zoho CRM, I am using the default Verdana font. But when those emails come into recipients' Outlook, the font gets changed to Times New Roman. How can I avoid this?Lead First Name/Last Name
Hi, I'm testing zohocrm and even though I have first and last name fields in a lead record: 1. When I specify last name, firstname as two separate fields in a view, it shows the full name and alphabetizes by the first name. 2. The report tool only shows "Lead Name" as a column option, instead of the separate firstname and lastname. I need to display and report based on last name. Any suggestions? blasiewiczNext Page
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Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficientNew Enhancements to Zoho CRM and Zoho Creator Integration
Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control byImproved Contact Sync flow in Google Integration with Zoho CRM
Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With thisNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
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Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toCreating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subformChanging field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. ThanksHTML Tags added to Reports with Notes
Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
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